The Deal
Episodes
Activist Investing Today: Barclays’ Kerstein Talks M&A, Entry Points
23 May 2022
Contributed by Lukas
Daniel Kerstein, Barclays' global head of M&A, ESG and activist defense, insists that the deal market hasn’t yet slowed down, but if it doe...
Drinks With The Deal: Kramer Levin's Wechsler on Negotiation as Communication
19 May 2022
Contributed by Lukas
Ernest Wechsler, head of the corporate group at Kramer Levin, discusses his approach to negotiation and the value of being collegial.
Behind the Buyouts Podcast: THL's Carlisle on Middle Market Robotics, Tech
17 May 2022
Contributed by Lukas
Thomas H. Lee managing director Jim Carlisle discusses the buyout shop's approach to investing in technologies such as automation, software and o...
Activist Investing Today: Alexander Talks Stakeholders and Twitter
12 May 2022
Contributed by Lukas
The latest Activist Investing Today podcast interviewed Shareholder Commons’ Rick Alexander about why he thinks Twitter shareholders should demand t...
Drinks With The Deal: Fried Frank’s Jantzi and Schoenhard on Auto IP and More
05 May 2022
Contributed by Lukas
Nicole Jantzi and Paul Schoenhard, IP partners at Fried Frank, discuss the increased importance of patents in the automotive sector as well as the com...
Drinks With The Deal: Sullivan's Matt Goodman
21 Apr 2022
Contributed by Lukas
Matt Goodman, an M&A partner at Sullivan & Cromwell, talks about the transition from associate to partner in this week's Drinks With The ...
Activist Investing Today: Schulte’s Klein Talks Musk, SEC, ESG
08 Apr 2022
Contributed by Lukas
Ele Klein, the chief of Schulte's shareholder activism group, explains why he believes ‘there was clearly something wrong’ with Elon Musk’s...
Drinks With The Deal: Carolyn Vardi of Ropes & Gray
07 Apr 2022
Contributed by Lukas
Carolyn Vardi, head of the PE industry practice group at Ropes & Gray, talks about the current state of PE and the challenges and opportunities of...
Drinks With The Deal: Fenwick's Ken Myers
24 Mar 2022
Contributed by Lukas
Fenwick & West M&A partner Ken Myers talks about the influence his mentor Alexandra Korry had on him, the challenges of being in a two-lawyer ...
Behind The Buyouts: Monogram's Stein
22 Mar 2022
Contributed by Lukas
Monogram Capital co-founder and partner Jared Stein talks about finding upstart consumer brands, the firm's investment criteria and cutting throu...
Activist Investing Today: Arkhouse’s Kahane Seeks Multiple Roads to Success
11 Mar 2022
Contributed by Lukas
Gavriel Kahane, co-founder of the real estate-focused private equity firm Arkhouse Partners, talks about activism within a market that is experiencing...
Drinks With The Deal: Author Carolyn Chen
08 Mar 2022
Contributed by Lukas
UC Berkeley professor Carolyn Chen discusses her new book 'Work Pray Code: When Work Becomes Religion in Silicon Valley,' in which she argue...
Activist Investing Today: Lazard’s Jim Rossman
18 Feb 2022
Contributed by Lukas
Lazard’s Jim Rossman, a top corporate defender and banker, explains why a new disclosure rule is a 'big win' for companies while changes t...
Drinks With The Deal: Kirkland's Eric Wedel
17 Feb 2022
Contributed by Lukas
Kirkland debt finance partner Eric Wedel discusses the evolution of the practice and how the emergence of capital markets desks at PE sponsors have ch...
Activist Investing Today: Katz Says 13D Change ‘Won’t Put Activists Out of Business'
11 Feb 2022
Contributed by Lukas
Wachtell Lipton’s David Katz, a top corporate defender, explains why he is excited that the nation’s securities regulator just issued new tougher ...
Drinks With The Deal: Katten's Kimberly Smith
03 Feb 2022
Contributed by Lukas
Kimberly Smith, head of Katten's corporate department, discusses the current state of middle-market dealmaking, her work with family offices and ...
Drinks With The Deal: Sidley's Justin Savage
20 Jan 2022
Contributed by Lukas
Justin Savage, co-head of the environmental and automotive and mobility groups at Sidley Austin, discusses his unconventional path to law firm practic...
Behind the Buyouts: Blackstone's Chung and Morrell Talk Spanx
11 Jan 2022
Contributed by Lukas
Ann Chung and Kelley Morrell, managing directors at Blackstone, take a deep dive into the firm's stake in the popular shapewear brand Spanx, the ...
Drinks With The Deal: Covington's Catherine Dargan
06 Jan 2022
Contributed by Lukas
Covington head of M&A and corporate Catherine Dargan discussed building her healthcare M&A practice, current issues in healthcare dealmaking a...
Drinks With The Deal: Eduardo Gallardo of Gibson Dunn
16 Dec 2021
Contributed by Lukas
Eduardo Gallardo, co-chair of M&A and chair of the activist defense group at Gibson Dunn, discussed the universal proxy, the Williams case and mor...
Activist Investing Today: R5’s Mushkin on Dollar Tree, New Coke and Hain
15 Dec 2021
Contributed by Lukas
Scott Mushkin, a consumer-focused researcher, discussed Mantle Ridge’s contest at Dollar Tree and compared the discount retailer’s new pricing str...
Drinks With The Deal: Gregory Varallo of Bernstein Litowitz
09 Dec 2021
Contributed by Lukas
Greg Varallo, partner at Bernstein Litowitz in Wilmington, discussed the switch from representing companies to working with shareholders, Andy Bouch...
Drinks With The Deal: Willkie's Tariq Mundiya
02 Dec 2021
Contributed by Lukas
Tariq Mundiya, the head of litigation at Willkie Farr & Gallagher, discusses the Williams poison pill case from earlier this year as well as the C...
Drinks With The Deal: Squire Patton Boggs' James Barresi
18 Nov 2021
Contributed by Lukas
James 'Jim' Barresi, who heads the financial services practice at Squire Patton Boggs, explains how his time as an in-house lawyer at US Ban...
Drinks With The Deal: Spirits Experts David Wondrich and Noah Rothbaum
04 Nov 2021
Contributed by Lukas
On the latest edition of Drinks With The Deal, David Wondrich and Noah Rothbaum discuss their work editing the new Oxford Companion to Spirits and Coc...
Drinks With The Deal: Edward Zimmerman of Lowenstein Sandler
28 Oct 2021
Contributed by Lukas
Ed Zimmerman discusses building the tech group at Lowenstein Sandler and his commitment to social justice on the latest Drinks With The Deal podcast.
Fresh Start: Professor Melissa Jacoby
25 Oct 2021
Contributed by Lukas
Professor Melissa Jacoby of University of North Carolina at Chapel Hill discusses the limits of bankruptcy in handling mass tort cases and the recent ...
Drinks With The Deal: Krishna Veeraraghavan of Paul Weiss
13 Oct 2021
Contributed by Lukas
M&A lawyer Krishna Veeraraghavan talks about health care M&A and the risks of excessive antitrust regulation of combinations between biotech a...
Drinks With The Deal: Mintz's Matt Simpson
30 Sep 2021
Contributed by Lukas
Matt Simpson of Mintz Levin discussed his transition from peace negotiator to M&A lawyer, why he enjoys the middle market, what he's learned ...
Behind the Buyouts: EQT's Brown Pivots From Microsoft to EU Tech
29 Sep 2021
Contributed by Lukas
EQT Growth head Marc Brown said EQT's desire as a firm to do well financially while promoting diversity and inclusion appealed to him as he looke...
Activist Investing Today: Moelis' Herrington Talks Proxy Votes, Boards After Exxon
20 Sep 2021
Contributed by Lukas
Moelis' Duncan Herrington spoke with the Activist Investing Today podcast about proxy advisers and corporate director selection efforts following...
Drinks With The Deal: NYU's Rob Jackson and Yale's John Morley
16 Sep 2021
Contributed by Lukas
Rob Jackson, a former SEC commissioner and current NYU Law professor, and John Morley, a professor at Yale Law School, said SPACs should be treated mo...
Fresh Start: Hilco's Ian Fredericks
16 Sep 2021
Contributed by Lukas
Hilco Global president Ian Fredericks discusses the business of liquidation and the outlook for retail on this week’s Fresh Start podcast.
Activist Investing Today: Diligent’s Stafford Talks Exxon, Diversity
02 Sep 2021
Contributed by Lukas
Brian Stafford, CEO of the governance risk and compliance software provider Diligent Corp., explains why he thinks boards are reevaluating their membe...
Drinks With The Deal: Lande Spottswood of Vinson & Elkins
01 Sep 2021
Contributed by Lukas
V&E's Lande Spottswood discussed the energy sector's recent evolution and the implications for both private equity and strategic buyers ...
Drinks With The Deal: Freshfields' Ethan Klingsberg
19 Aug 2021
Contributed by Lukas
Ethan Klingsberg, head of U.S. corporate and M&A at Freshfields, discussed the pressures that increased antitrust scrutiny has put on dealmaking a...
Behind the Buyouts: Lovell Minnick’s Pierson Charts Fintech's Rise
13 Aug 2021
Contributed by Lukas
Lovell Minnick's Steve Pierson says smaller, more nimble financial tech companies have driven large financial institutions to hire, acquire or pa...
Drinks With The Deal: Cleary's Jim Langston
05 Aug 2021
Contributed by Lukas
Cleary Gottlieb's Jim Langston discussed how companies are responding to more vigorous antitrust enforcement during the latest Drinks With The De...
Behind the Buyouts: Vista's Stewart on Navigating Frothy M&A Prices
27 Jul 2021
Contributed by Lukas
Rene Stewart, Co-head of Vista Equity Partners’ Endeavor Fund, talks about how the fund finds high quality businesses, navigates frothy markets and ...
Fresh Start: Professor Jared Ellias
22 Jul 2021
Contributed by Lukas
On this week’s Fresh Start podcast, UC Hastings Law professor Jared Ellias discusses his new paper, which quantifies a trend gaining increasing atte...
Drinks With The Deal: Alec Dawson of Morgan Lewis
22 Jul 2021
Contributed by Lukas
M&A lawyer Alec Dawson, of Morgan Lewis, discusses the opportunities and challenges in the SPAC market and the difficulties of doing deals remotel...
Behind the Buyouts: Kilometre Music Sings PE's Praises For Music Royalties
14 Jul 2021
Contributed by Lukas
Kilometre Music Group CEO Michael McCarty and Apex Fund Services' John Bohan say PE firms remain keen on acquiring music royalties, with an eye o...
Drinks With The Deal: Historians Caley Horan and Dan Bouk
08 Jul 2021
Contributed by Lukas
Caley Horan, a history professor at MIT, and Dan Bouk, who teaches at Colgate, discussed their work on the history of life insurance in the U.S. 20th ...
Activist Investing Today: BC's Fos Examines Record Date Asymmetries
06 Jul 2021
Contributed by Lukas
Vyacheslav Fos, a professor in Boston College's finance department, discussed his new paper on shareholder record dates and findings that corpora...
Drinks With The Deal: Author Jonathan Levy
01 Jul 2021
Contributed by Lukas
Jonathan Levy, University of Chicago professor and author of the new book 'Ages of American Capitalism,' discussed the influence of the 2008...
Behind the Buyouts: Sun Capital's Leder Talks Post-Close Value Creation
30 Jun 2021
Contributed by Lukas
Sun Capital co-founder and co-CEO Marc Leder said the firm focuses on opportunistic deals with companies facing challenges rather than pristine target...
Drinks With The Deal: Author Destin Jenkins
17 Jun 2021
Contributed by Lukas
Destin Jenkins, a history professor at the University of Chicago, discussed his new book 'The Bonds of Inequality,' and how San Francisco&ap...
Activist Investing Today: Minow Contrasts Gordon Gekko, Engine No. 1
11 Jun 2021
Contributed by Lukas
Nell Minow, vice chair of ValueEdge Advisors, a former activist investor and ex-president of Institutional Shareholder Services, explains why insurgen...
Behind the Buyouts: Main Street's Magdol Talks BDCs, Economic Cycles
09 Jun 2021
Contributed by Lukas
David Magdol, president and chief investment officer at business development company Main Street Capital, talks about his view of the economy through ...
Drinks With The Deal: O'Melveny's David Makarechian
03 Jun 2021
Contributed by Lukas
David Makarechian, who heads the emerging technologies group and the northern California corporate department at O’Melveny & Myers, compares tod...
Activist Investing Today: Rose on Robovoting, Proxy Fights
26 May 2021
Contributed by Lukas
Paul Rose, associate dean for strategic initiatives at Ohio State University, talked about his new study on the relationship between big investors and...
Behind the Buyouts Podcast: TJ Maloney Gives Long View on PE
26 May 2021
Contributed by Lukas
TJ Maloney, CEO of middle market PE shop Lincolnshire, tackles myth versus reality on private equity as job killers or creators in the latest episode ...
Drinks With The Deal: Skadden's Ann Beth Stebbins
20 May 2021
Contributed by Lukas
Ann Beth Stebbins, partner at Skadden, Arps, Slate, Meagher & Flom LLP, discusses her work with Gucci, Westfield and Apax; her thoughts about buil...
Behind the Buyouts Podcast: Song Serves Up Vestar’s Better-For-You Menu
04 May 2021
Contributed by Lukas
Winston Song, the managing director and co-head of the consumer group at New York-based private equity firm Vestar Capital, talks about his role in th...
Drinks With The Deal: Electricity Grid Expert Julie Cohn
29 Apr 2021
Contributed by Lukas
Julie Cohn, author of a leading history of the electricity grid, discusses the February power outages in Texas as well as how the grid might change in...
Drinks With The Deal: Mayer Brown's David Carpenter
15 Apr 2021
Contributed by Lukas
David Carpenter, the co-head of Mayer Brown's New York corporate and securities practice, talks about his work for Nestle, his love of wine and h...
Activist Investing Today: Freed on Corporate Election Proposals and Risk
13 Apr 2021
Contributed by Lukas
On the latest episode of the Activist Investing Today podcast, Bruce Freed, the co-founder and president of the Center for Political Accountability, d...
Drinks With The Deal: Duane Morris's Anastasia Kaup
08 Apr 2021
Contributed by Lukas
Duane Morris finance partner Anastasia Kaup talks about her practice, her work with the firm's diversity and inclusion committee, the importance ...
Drinks With The Deal: Author Christopher Phillips
31 Mar 2021
Contributed by Lukas
Christopher Phillips, a history professor at Carnegie Mellon, discusses his book Scouting and Scoring, on the long history of talent evaluation and da...
Behind the Buyouts: Josh Fabian Wins Funding for Metafy and Eyes Challenge of Black Entrepreneurship
31 Mar 2021
Contributed by Lukas
Josh Fabian, an African American entrepreneur and co-founder and CEO of Metafy Inc., says Covid fueled interest in his business that turns esports sta...
Drinks With The Deal: Authors of The Caesars Palace Coup
25 Mar 2021
Contributed by Lukas
Max Frumes and Sujeet Indap, authors of a new book detailing the vicious, protracted Caesars restructuring, discuss the historic case in this week&apo...
Drinks With The Deal: Jones Day's Vica Irani
11 Mar 2021
Contributed by Lukas
The market in Europe has held up surprisingly well over the last year, Vica Irani, head of EMEA M&A at Jones Day, said on the latest episode of th...
Activist Investing Today: Ancora’s Chadwick on Kohls, Forward Air
05 Mar 2021
Contributed by Lukas
Ancora’s James Chadwick, head of alternative investments, discussed why retailers should consider sale-lease backs and how ex-CFOs and founders can ...
Women In Dealmaking with Germaine Gurr and Peter Wexler
04 Mar 2021
Contributed by Lukas
White & Case M&A partner Germain Gurr and Peter Wexler, of long-time client Schneider Electric, sit down with The Deal to talk dealmaking, her...
Drinks With The Deal Podcast: Gunderson's John Olson
04 Mar 2021
Contributed by Lukas
John Olson, partner at San Francisco-based Gunderson Dettmer, discussed the appeal of SPACs for technology companies and the continued prominence of S...
Behind the Buyouts: 3i Goes the Distance For Proprietary M&A Deals
03 Mar 2021
Contributed by Lukas
In the latest episode of Behind the Buyouts, 3i Group dealmaker Andrew Olinick says the U.S. buyout market is big enough to find companies to purchase...
Drinks With The Deal: Hunton's Steven Haas
18 Feb 2021
Contributed by Lukas
Steven Haas, the co-head of M&A at Hunton Andrews Kurth, discusses what he learned from working for Travis Laster, the state of Delaware law on of...
Activist Investing Today: Coast’s Rasteh on ESG Activism, Gold Miners
12 Feb 2021
Contributed by Lukas
James Rasteh, the founder of the sometimes activist fund Coast Capital, offered up a new strategy for environmental activists, and reasons he thinks t...
Behind the Buyouts: Sajan Pillai Strengthens India's Ties to Silicon Valley
10 Feb 2021
Contributed by Lukas
Sajan Pillai, the founder, CEO and Managing Partner of Season Two Ventures, sees tech talent from India fueling investment opportunities as he works t...
Drinks With The Deal: Fried Frank's Amber Banks
04 Feb 2021
Contributed by Lukas
Amber Banks, partner at Fried Frank, discusses the challenges of being a lawyer from a non-traditional background and how law firms can become more we...
Drinks With The Deal: MIT's Will Deringer
28 Jan 2021
Contributed by Lukas
MIT historian of finance Will Deringer talks about what he learned from his time as a Blackstone analyst, Michael Milken and early spreadsheet program...
Drinks With The Deal: Goodwin Procter's Stuart Cable
07 Jan 2021
Contributed by Lukas
Stuart Cable, vice chair and head of M&A at Goodwin Procter, discusses building the firm's biotech practice, helping Covid-19 vaccine develop...
Activist Investing Today: Goodwin on Governance, Pay as “Wedge Issues”
18 Dec 2020
Contributed by Lukas
On this episode of the Activist Investing Today podcast, Shane Goodwin, the chief of the Applied Corporate Governance Institute, explains why credible...
Drinks With The Deal: Bryan Cave's Stephanie Hosler
17 Dec 2020
Contributed by Lukas
Stephanie Hosler, who heads Bryan Cave Leighton Paisner's corporate and finance transactions group, talks about her experiences as a Latina M&...
Behind the Buyouts: Gig Wage CEO Eyes Gig Economy, Venture Capital and Diversity
16 Dec 2020
Contributed by Lukas
CEO Craig J. Lewis discusses the rapid growth of his Dallas-based company Gig Wage Inc., a payroll services specialist for companies that use part tim...
Drinks With The Deal: Davis Polk's Daniel Brass
10 Dec 2020
Contributed by Lukas
Davis Polk's Daniel Brass discusses the challenges of cross-border dealmaking and lessons he learned when he started practicing in New York after...
T-Mobile Sprint: Winning The Case The Experts Said Couldn't Be Won (Podcast 3)
03 Dec 2020
Contributed by Lukas
Our third and final installment on the precedent-making merger of T-Mobile and Sprint features Melissa Scanlan, who oversees antitrust law in T-Mobile...
Drinks With The Deal: Debevoise's Paul Bird
19 Nov 2020
Contributed by Lukas
Paul Bird, a partner at Debevoise & Plimpton, discusses his work for Clayton, Dubilier & Rice and Aveva's acquisition of OSIsoft on the l...
Behind the Buyouts: Checkpoint's Billy Weber Talks Fintech, M&A
18 Nov 2020
Contributed by Lukas
Billy Weber, a former banker and current CEO of fintech company Checkpoint Capital, provides perspective on monetary policy, the community banking spa...
Drinks With The Deal: Latham's Luke Bergstrom
05 Nov 2020
Contributed by Lukas
Luke Bergstrom, an M&A partner at Latham & Watkins, discusses his passion for cocktails, how he got from Pittsburgh to Silicon Valley in the 1...
Drinks With The Deal: Hughes Hubbard's Ken Lefkowitz
29 Oct 2020
Contributed by Lukas
Ken Lefkowitz, an M&A partner at Hughes Hubbard, talks about his work for clients including Frank Lozenzo's Jet Capital and Anthony Tan, who ...
Behind the Buyouts: Priya Karkar of Kline Hill Sees Secondary PE Uptick
28 Oct 2020
Contributed by Lukas
Priya Pradhan Karkar, vice president of business development, at Kline Hill Partners, expects an uptick in secondary PE fund stake M&A in Q4 after...
T-Mobile Sprint: Winning The Case The Experts Said Couldn't Be Won (Podcast 2)
24 Oct 2020
Contributed by Lukas
In the second of our three-part series on the landmark T-Mobile/Sprint transaction, Cleary Gottlieb partners George Cary and Daniel Culley and T-Mobil...
Activist Investing Today: Zacchei Eyes PE Activism, Post-Election
22 Oct 2020
Contributed by Lukas
Dan Zacchei, the president of special situation communications at Sloane, explains why activism can be compared to professional sports within the cont...
Drinks With The Deal: Cravath's Damien Zoubek
15 Oct 2020
Contributed by Lukas
Cravath, Swaine & Moore's Damien Zoubek discusses changing corporate attitudes toward ESG, the effects of the pandemic on deals signed up in ...
Activist Investing Today: Coffee Weighs DOL Rules Impact on ESG
07 Oct 2020
Contributed by Lukas
Columbia Law School professor John Coffee talks about why he thinks a new Labor Department proposal represents a shot against ESG investing, new SEC r...
Drinks With The Deal: Pillsbury's Allison Leopold Tilley
01 Oct 2020
Contributed by Lukas
Allison Leopold Tilley, a partner at Pillsbury in Silicon Valley, discusses how she built her practice, the lessons she learned from being a director ...
Behind the Buyouts: VSS's Stevenson Takes the Long View on Investing
23 Sep 2020
Contributed by Lukas
In the latest episode, VSS managing partner Jeffrey Stevenson traces the arc of the PE firm's development from a shop focused on media deals in t...
Drinks With The Deal: Author Marc Levinson
17 Sep 2020
Contributed by Lukas
Author, economist and historian Marc Levinson discusses the increasing importance of services and ideas and the reduced role of manufactured goods in ...
T-Mobile Sprint: Winning The Case The Experts Said Couldn't Be Won (Podcast 1)
11 Sep 2020
Contributed by Lukas
Cleary Gottlieb partner Mark Nelson and T-Mobile EVP and general counsel David Miller kick off a series of three podcasts dedicated to the landmark T-...
Activist Investing Today: Columbia’s Ogawa on Abe, Toshiba
09 Sep 2020
Contributed by Lukas
Alicia Ogawa, the director of the Center on Japanese Economy and Business at Columbia Business School, appears on the latest episode of the Activist I...
Drinks With The Deal: Cooley's Jamie Leigh
03 Sep 2020
Contributed by Lukas
Cooley's co-head of M&A Jamie Leigh discusses her career path, why she enjoys advising tech and life sciences companies, how she approaches m...
Behind The Buyouts: Brian Gildea of Hamilton Lane Talks ESG
27 Aug 2020
Contributed by Lukas
Hamilton Lane's Brian Gildea reveals the forces driving wider use of ESG principles in private markets, but adds that different regions of the wo...
Drinks With The Deal: Leo Strine Jr.
20 Aug 2020
Contributed by Lukas
Leo Strine, longtime Delaware judge and of counsel at Wachtell, Lipton, Rosen & Katz, discusses DuPont, Joe Biden, and corporate law in the wake o...
Drinks With The Deal: Dechert's Ken Young
06 Aug 2020
Contributed by Lukas
Ken Young, co-head of PE at Dechert, discusses how PE firms have diversified their investments, the challenges of developing law firm partners and his...
Behind The Buyouts: VMG Partners Embraces Diversity
29 Jul 2020
Contributed by Lukas
Cassie Nielsen and Wayne Wu of VMG Partners talk about the role of diversity at their firm and in middle-market deal-making for their consumer-oriente...
Drinks With The Deal: Simpson's Alan Klein
23 Jul 2020
Contributed by Lukas
Simpson's Alan Klein discusses his stint in London in the late 1990s, his work for Microsoft and Tyco and his passion for films and books on the ...
Activist Investing Today: Axler On Forescout and Forensics
16 Jul 2020
Contributed by Lukas
Ben Axler, the activist shortseller behind Spruce Point Capital Management, offered a behind the scenes look at two campaigns and his investigative ap...
Drinks With The Deal: Sidley's Dan Clivner
09 Jul 2020
Contributed by Lukas
Sidley's Dan Clivner discusses lateral hiring, building a PE practice in Los Angeles and law firm diversity in the Drinks With The Deal podcast.
Behind the Buyouts: Great Hill Re-Ups on Wayfair Amid Uncertainty
26 Jun 2020
Contributed by Lukas
Great Hill Partners co-founder and managing partner Christopher S. Gaffney says the public markets got the valuation of online home products retailer ...